RIA Intel›Advisers›Washington›MACLACHLAN WEALTH MANAGEMENT, LLC

MACLACHLAN WEALTH MANAGEMENT, LLC

Advisory

BELLEVUE, WA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in WA
#401
of 505 advisers by AUM
Average account
$413K
across 246 accounts
AUM per adviser
$102M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$102M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$102M
Discretionary AUM$102M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients105
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

CLEAR WEALTH MANAGEMENT, LLC
$102M
FAIRE CAPITAL GROUP, LLC
GIG HARBOR, WA
$102M
FREESTONE ADVISORS, LLC
SEATTLE, WA
$102M
0.0% 1Y
SOUND LEGACY WEALTH ADVISORS, LLC
BELLEVUE, WA
$102M
CAPITAL INVESTMENT SERVICES, LLC
LYNNWOOD, WA
$101M
GOLDBLOOM WEALTH MANAGEMENT LLC
MERCER ISLAND, WA
$101M

Get the full picture on MACLACHLAN WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MACLACHLAN WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans